Recent Discussions

Discussion List

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  Pershing BNY

  Active Rob A 71 views 14 comments 1 point Most recent by Coach Jon November 25Report Missing Financial Institution
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  Projected Cash Flow Does Not Account for Pending Transactions

  Ames.Vannah 34 views 3 comments 0 points Most recent by EL1234 November 25Projected Cash Flow
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  Does editing an individual reminder change the "Exact Amount" setting for that one?

  RobWilk 79 views 15 comments 0 points Most recent by RobWilk November 24Bills and Income
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  Quicken Simplifi - Stripe Workflow Question

  Answered ✓ GuerillaTime68 46 views 7 comments 0 points Most recent by DryHeat November 24General Troubleshooting
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  177
  Ability to Customize the Web App Dashboard [edited] (1 Merged Vote)

  Completed mazar1977 2.1K views 61 comments 177 points Most recent by apexfox November 24Feature Requests
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  Issues with 1st Security Bank of WA (FDP-103 / FDP-2102)

  Sstrico 103 views 22 comments 0 points Most recent by Coach Natalie November 24Adding and Updating Accounts
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  Simplifi does not show total value for Coinbase accounts

  dtorg1955 18 views 1 comment 0 points Most recent by Coach Natalie November 24Adding and Updating Accounts
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  Position the selection for the category at the one selected.

  dtorg1955 16 views 1 comment 0 points Most recent by Coach Jon November 24Managing Your Transactions
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  Simplifi shows stock attributes for some Coinbase coins

  dtorg1955 18 views 1 comment 0 points Most recent by Coach Jon November 24Adding and Updating Accounts
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  NEW 11/24/25: Elevations Credit Union-CO returning to.100 error

  Announcement Coach Jon 165 views 0 comments 6 points Started by Coach Jon November 24 Current Online Banking Issues
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  44
  More detailed CSV Exports (original name and description, flags, reviewed, check number)

  Completed dave_sxxxxx 437 views 23 comments 44 points Most recent by Coach Natalie November 24Feature Requests
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  58
  Ability to adjust column widths in account registers [edited] (11 Merged Votes)

  Completed RSKadish 779 views 36 comments 58 points Most recent by Coach Natalie November 24Feature Requests
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  1
  Ability to re-order the Columns in Transaction Activity (edited)

  Completed cas-sea 60 views 2 comments 1 point Most recent by Coach Natalie November 24Feature Requests
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  10
  Ability to sort register by Tags (edited)

  Completed bowgy4 72 views 5 comments 10 points Most recent by Coach Natalie November 24Feature Requests
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  9
  Mobile App: Allow "Banking" Dashboard tile to be hidden (edited)

  Completed Kanda 186 views 11 comments 9 points Most recent by Coach Natalie November 24Feature Requests
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  USAA - Missing Transactions (edited)

  DryHeat 74 views 13 comments -1 point Most recent by DryHeat November 24Adding and Updating Accounts
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  Web Release 4.85.0

  Announcement Closed Coach Natalie 216 views 0 comments 0 points Started by Coach Natalie November 24 Updates From the Product Team
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  Transactions in accounts setup to include in Reports are being excluded

  ThadW 32 views 5 comments 0 points Most recent by Coach Jon November 24Troubleshooting
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  Mobile Release 5.44.0

  Announcement Closed Coach Natalie 139 views 0 comments 1 point Started by Coach Natalie November 24 Updates From the Product Team
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  QBP: Ability to set a Date Range for the Balance Sheet Report (edited)

  Active moneymoneymoney111 31 views 3 comments 3 points Most recent by moneymoneymoney111 November 24Quicken Business & Personal Feature Requests
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  Merged: Balance Sheet date specific

  Closed RASA 7 views 0 comments 2 points Most recent by moneymoneymoney111 November 24Feature Requests
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  Please add OpenBank by Santander

  Active StephenB 759 views 33 comments 41 points Most recent by JimmyG November 24Report Missing Financial Institution
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  New Reports: Ability to print detailed transaction data (edited)

  Active RASA 14 views 0 comments 2 points Started by RASA November 24 Feature Requests
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  Add an Account Type for Equity Accounts (edited)

  Active RASA 6 views 0 comments 2 points Started by RASA November 24 Feature Requests
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  Merged: Transaction CSV Downloads no Longer Include Split Transaction Data

  Closed Stickboy 5 views 0 comments 0 points Started by Stickboy November 24 Report a Bug
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  Adding subcategories under "Transfer"

  Answered ✓ DryHeat 53 views 12 comments 0 points Most recent by EL1234 November 23Using Transfers
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  Baxter Credit Union Showing Debits as Credits (edited)

  cvwest 71 views 10 comments 0 points Most recent by Coach Kristina November 23Adding and Updating Accounts
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  Ability to sort Transaction Rules in Settings (edited)

  Active fnums 22 views 2 comments 7 points Most recent by DannyB November 23Feature Requests
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  Merged: User defined duration for watchlists

  Closed nrp06 9 views 0 comments 3 points Most recent by SRC54 November 23Feature Requests
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  Ability to enter a Start Date for Watchlists (edited)

  Active EL1234 100 views 3 comments 6 points Most recent by SRC54 November 23Feature Requests